Institutional holders Insiders (Form 4) Congress
% of shares outstanding held
21.4%
Shares held (13F)
2,165,667
Top holders largest 26 of 26 · Δ vs 2025-Q4 # Holder Shares Value % of shares out Δ QoQ 1 1 Compound Planning, Inc. 621,500 621,500 $4M 6.15% ADD 86% 2 2 RENAISSANCE TECHNOLOGIES LLC 325,526 325,526 $2M 3.22% ADD 100% 3 3 VANGUARD CAPITAL MANAGEMENT LLC 264,340 264,340 $2M 2.61% NEW † 4 4 DIMENSIONAL FUND ADVISORS LP 243,724 243,724 $1M 2.41% ADD 98% 5 5 BRIDGEWAY CAPITAL MANAGEMENT, LLC 142,082 142,082 $821,234 1.40% ADD 70% 6 6 ACADIAN ASSET MANAGEMENT LLC 86,308 86,308 $497,000 0.85% ADD 100% 7 7 MARSHALL WACE, LLP 61,968 61,968 $358,174 0.61% NEW 8 8 GEODE CAPITAL MANAGEMENT, LLC 55,193 55,193 $319,123 0.55% ADD 95% 9 9 Empowered Funds, LLC 49,882 49,882 $288,318 0.49% NEW 10 10 STONEBRIDGE CAPITAL MANAGEMENT INC 46,000 46,000 $265,880 0.45% NEW 11 11 CITADEL ADVISORS LLC 38,547 38,547 $222,802 0.38% NEW 12 12 FNY Investment Advisers, LLC 31,640 31,640 $182,000 0.31% NEW 13 13 ESSEX INVESTMENT MANAGEMENT CO LLC 31,474 31,474 $181,920 0.31% ADD 100% 14 14 LPL Financial LLC 30,550 30,550 $176,579 0.30% NEW 15 15 VANGUARD FIDUCIARY TRUST CO 27,416 27,416 $158,464 0.27% NEW 16 16 STATE STREET CORP 24,066 24,066 $139,101 0.24% NEW 17 17 JAMES INVESTMENT RESEARCH, INC. 24,016 24,016 $138,812 0.24% ADD 100% 18 18 JANE STREET GROUP, LLC 19,672 19,672 $113,705 0.19% NEW 19 19 NORTHERN TRUST CORP 11,096 11,096 $64,135 0.11% NEW 20 20 NewEdge Advisors, LLC 24,016 24,016 $24,016 0.24% ADD 100% 21 21 MORGAN STANLEY 2,764 2,764 $15,976 0.03% ADD 276300% 22 22 UBS Group AG 2,434 2,434 $14,069 0.02% ADD 62% 23 23 Advisory Services Network, LLC 800 800 $4,624 0.01% NEW 24 24 Tower Research Capital LLC (TRC) 507 507 $2,930 0.01% NEW 25 25 SBI Securities Co., Ltd. 102 102 $590 0.00% ADD 100% 26 26 FMR LLC 44 44 $254 0.00% ADD 100%
† a filer this large appearing as NEW usually reflects a renamed or succeeded filing entity (the old name stops filing the same quarter) — not a brand-new position.
Rows rank by the value each filer reported — 13F filers price their own positions, so a holder with fewer shares can rank just above one with more.
Holder trends· top 15 holders · shares held over 6 quarters green added · red trimmed6 12 24 Max
Holder 2024-Q4 2025-Q1 2025-Q2 2025-Q3 2025-Q4 2026-Q1 Latest value Compound Planning, Inc. — — 360K 360K 335K 622K $4M RENAISSANCE TECHNOLOGIES LLC 182K 179K 174K 172K 163K 326K $2M VANGUARD CAPITAL MANAGEMENT LLC — — — — — 264K $2M DIMENSIONAL FUND ADVISORS LP 122K 122K 122K 123K 123K 244K $1M BRIDGEWAY CAPITAL MANAGEMENT, LLC 85K 83K 83K 84K 84K 142K $821,234 ACADIAN ASSET MANAGEMENT LLC 48K 46K 46K 46K 43K 86K $497,000 MARSHALL WACE, LLP — — — — — 62K $358,174 GEODE CAPITAL MANAGEMENT, LLC 22K 25K 25K 25K 28K 55K $319,123 Empowered Funds, LLC 36K 37K 37K 37K — 50K $288,318 STONEBRIDGE CAPITAL MANAGEMENT INC 23K 23K 23K — — 46K $265,880 CITADEL ADVISORS LLC — — — — — 39K $222,802 FNY Investment Advisers, LLC — — — — — 32K $182,000 ESSEX INVESTMENT MANAGEMENT CO LLC — — — — 16K 31K $181,920 LPL Financial LLC — — — — — 31K $176,579 VANGUARD FIDUCIARY TRUST CO — — — — — 27K $158,464
Shares reported each quarter by the largest current holders. Green = added vs the prior filing, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.
Institutional footprint by quarter % of shares outstanding held 21.4% 5.4% reporting 13F holders 26 10 2013-Q2 2026-Q1 2013-Q2 · 10 holders · 5.9% of shares out 2013-Q3 · 10 holders · 5.4% of shares out 2013-Q4 · 13 holders · 5.4% of shares out 2014-Q1 · 12 holders · 5.7% of shares out 2014-Q2 · 12 holders · 5.7% of shares out 2014-Q3 · 13 holders · 6.1% of shares out 2014-Q4 · 12 holders · 5.7% of shares out 2015-Q1 · 11 holders · 5.4% of shares out 2015-Q2 · 11 holders · 5.7% of shares out 2015-Q3 · 11 holders · 5.7% of shares out 2015-Q4 · 11 holders · 5.9% of shares out 2016-Q1 · 13 holders · 5.9% of shares out 2016-Q2 · 14 holders · 6.1% of shares out 2016-Q3 · 13 holders · 6.0% of shares out 2016-Q4 · 12 holders · 6.0% of shares out 2017-Q1 · 12 holders · 6.1% of shares out 2017-Q2 · 16 holders · 6.8% of shares out 2017-Q3 · 16 holders · 7.0% of shares out 2017-Q4 · 18 holders · 9.6% of shares out 2018-Q1 · 15 holders · 8.7% of shares out 2018-Q2 · 16 holders · 9.0% of shares out 2018-Q3 · 17 holders · 9.0% of shares out 2018-Q4 · 15 holders · 9.0% of shares out 2019-Q1 · 14 holders · 8.8% of shares out 2019-Q2 · 14 holders · 9.1% of shares out 2019-Q3 · 13 holders · 7.9% of shares out 2019-Q4 · 10 holders · 7.7% of shares out 2020-Q1 · 12 holders · 7.5% of shares out 2020-Q2 · 14 holders · 7.4% of shares out 2020-Q3 · 14 holders · 7.7% of shares out 2020-Q4 · 13 holders · 7.6% of shares out 2021-Q1 · 16 holders · 8.0% of shares out 2021-Q2 · 14 holders · 7.3% of shares out 2021-Q3 · 13 holders · 5.4% of shares out 2021-Q4 · 16 holders · 8.0% of shares out 2022-Q1 · 16 holders · 7.8% of shares out 2022-Q2 · 13 holders · 6.5% of shares out 2022-Q3 · 16 holders · 6.2% of shares out 2022-Q4 · 17 holders · 6.1% of shares out 2023-Q1 · 18 holders · 6.0% of shares out 2023-Q2 · 17 holders · 6.4% of shares out 2023-Q3 · 15 holders · 5.9% of shares out 2023-Q4 · 17 holders · 6.6% of shares out 2024-Q1 · 14 holders · 6.8% of shares out 2024-Q2 · 19 holders · 7.0% of shares out 2024-Q3 · 16 holders · 6.9% of shares out 2024-Q4 · 18 holders · 7.1% of shares out 2025-Q1 · 17 holders · 7.0% of shares out 2025-Q2 · 17 holders · 10.3% of shares out 2025-Q3 · 19 holders · 10.0% of shares out 2025-Q4 · 17 holders · 9.5% of shares out 2026-Q1 · 26 holders · 21.4% of shares out Line breaks are honest gaps — quarters with no 13F record, or a suppressed % — never interpolated. % of shares outstanding uses today's share count for every quarter (the only count stored).
Quarter Holders Shares held % shares out Value held 2026-Q1 26 2,165,667 21.4% $12M 2025-Q4 17 961,459
Short interest has its own tab now — open SI →
Source: SEC Form 13F — every institution manager (≥ $100M in 13F securities) reporting a long US-listed position, across ~10,250 filers over 10 years of history. 13F is long-only, US-listed, filed up to 45 days after quarter-end.
